Careers

Become part of our multi-faceted, client-focused financial services group that is committed to wealth management.

Harvard House is a diverse, people-focused organization founded on the basis of personal service to clients. Backed by the leadership, on-going support and an extensive platform of products and services, we derive our success over the past 46 years to a family of outstanding professionals who collectively value the importance of ‘purpose, passion and people’. You’ll be provided with the opportunities, leadership and coaching you need to fulfil your potential and be inspired to achieve your professional and personal aims.

  • Administration
  • Accounting
  • Asset Management
  • Estate Administration
  • Financial Planning
  • Investment Administration
  • Tax Consulting

Harvard House is always looking for client driven and committed individuals across its various divisions (Investment Management, Financial Planning, Estate Planning & Administration and Insurance Brokerage, accounting taxation and business consulting and support). If you have experience in the fields above please complete the form below and send us your CV and covering letter.

Job Board

Location of position: Howick, KZN

Employment type: Full Time

Summary Job Description
1. Process new share portfolios.
2. Process trades through our systems for local, offshore and unit trust portfolios as well as Endowment policies.
3. Reconciliation of clients accounts/portfolios to their bank statements/ third party statements.
4. Handle client enquiries, general matters, filing and all other administrative tasks within the Investment team.

Requirements:
Matric with accounting and 1 years bookkeeping/ relevant industry experience. Experience working in a stock broker environment will be an advantage.

Skills and competencies required:
1. Accuracy and attention to detail
2. Planning and organising
3. Ability to meet deadlines and work under pressure
4. Adaptable and flexible
5. Ability to work with figures
6. Must be able to follow administrative procedures and enjoy dealing with various forms of documentation
7. Sound computer skills, particularly in Ms Word and Ms Excel to utilise Excel formulas.
8. Good communication and interpersonal skills.

Personality Traits:
1. Reliable
2. Must take initiative and take responsibility for own work
3. A team player and good work ethic is essential
4. Someone that can work on their own and does not need constant supervision
5. Integrity, confidentiality, professionalism are essential traits.
6. A calm personality that will function in an open plan and multi-cultural office environment i.e. be aware of and considerate to others

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Location of position: Johannesburg, Gauteng

Employment type: Full time

Harvard House Group is a company founded upon values of Integrity, Professionalism, Excellence, Transparency & Clarity, Caring & Loyalty. Our Mission Statement is to leverage the team`s network of expertise, technology and human relationships to educate, assist and empower people to achieve their financial objectives.

We are currently looking for financially astute, graduates who are hungry to learn and to be part of something special. The right individual will find themselves mentored into our professional Financial Planning Team, who are tasked with partnering with clients who are seeking the Group’s expertise.

This is a salaried role, where success is linked to a set of Key Performance Indicators, excellent client service, personal and professional development which includes the ability to network the leads provided by the Marketing Team, onboard and retain clients.

If you have a financial background, a passion for helping people identify with our values and mission statement, then please apply below. This position is suitable for individuals who are looking for a career within the Financial Services industry.

Job Description:
• To establish and maintain long term relationships with clients providing comprehensive financial
solutions according to client needs.
• Build and manage a book of both existing and referred clients.
• Perform annual reviews and handle client queries.
• Analyze financial information obtained from clients to determine strategies for meeting clients
financial objectives.
• Prepare proposals, meet with prospective clients and present a financial plan.
• Perform all necessary administrative duties associated with the above.
• Continuously broaden your knowledge base and to keep up to date technically by researching
current trends.
• Be part of a team dynamic that strives for excellent customer service, sound, practical advice.
• Grow economic, financial, legal and tax knowledge to assess and advise portfolio clients
on a broad range of financial issues.
• Be prepared to study further such as completing the required Regulatory Exam (RE) 5, Certified
Financial Planner (CFP) under-graduate Diploma in Financial Planning etc, if not already held.

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Location of position: Johannesburg, Gauteng

Employment type: Full time

Harvard House Group is a company founded upon values of Integrity, Professionalism, Excellence, Transparency & Clarity, Caring & Loyalty. Our Mission Statement is to leverage the team`s network of expertise, technology and human relationships to educate, assist and empower people to achieve their financial objectives.

This is a salaried role, where success is linked to a set of Key Performance Indicators, excellent client service, personal and professional development which includes the ability to network the leads provided by the Marketing Team, onboard and retain clients.

If you have a financial background, a passion for helping people identify with our values and mission statement, then please apply below. This position is suitable for individuals who are looking for a career within the Financial Services industry.

Job Description:
• To establish and maintain long term relationships with clients providing comprehensive financial
solutions according to client needs.
• Build and manage a book of both existing and referred clients.
• Perform annual reviews and handle client queries.
• Analyze financial information obtained from clients to determine strategies for meeting clients
financial objectives.
• Prepare proposals, meet with prospective clients and present a financial plan.
• Perform all necessary administrative duties associated with the above.
• Continuously broaden your knowledge base and to keep up to date technically by researching
current trends.
• Be part of a team dynamic that strives for excellent customer service, sound, practical advice.
• Grow economic, financial, legal and tax knowledge to assess and advise portfolio clients
on a broad range of financial issues.

APPLY NOW

Location of position: Howick, KZN

Employment type: Full time

Job Description
1. Taking full responsibility for and managing a list in excess of 100 tax clients
2. Building long term client relationships
3. Obtaining information from clients and managing the flow of work to meet the various SARS deadlines
4. Preparation of detailed tax computations for individuals
5. Attending to client queries
6. Preparation of tax returns on specialised tax software (Greatsoft)
7. Collating supporting documentation and submitting on e-filing
8. Assisting clients with requirements for the registration and de-registration of all tax types
9. Attending to various SARS queries which may require visiting the SARS Branch, online video calls with SARS consultants
10. Administrative duties form part of the job
11. Preparation of a weekly timesheet

Qualification and experience required
Matric with relevant experience.
– Studying towards a qualification in tax would be preferable.
– Having worked in an accounting firm would be advantageous

Skills and competencies required
1. Excellent planning and organizing
2. Lateral thinker
3. Accuracy and attention to detail is essential
4. Ability to meet deadlines and work under pressure is essential
5. Adaptability and flexibility is essential
6. Must be able to follow administrative procedures and enjoy dealing with various forms of documentation
7. Ability to effectively use Word and Excel, including knowledge of formulas and page set up etc
8. Knowledge of the Tax Administration Act and the Income Tax Act as well as SARS systems and procedures
9. Analytical, critical thing and good problem solving skills
10. Ability to work within budgets
11. Strong communication (written and verbal) and interpersonal skills, customer service focussed dealing with Partners, Managers, staff, clients and investment houses etc.

Personality Traits
1. Highly motivated
2.Reliability is essential
2. Someone who has a passion for numbers and tax
3. Must take initiative and take responsibility for own work and development of their knowledge
4. Of sober habits
5. A team player and good work ethic is essential
6. Someone who can work on their own and does not need constant supervision
7. Integrity, honesty, confidentiality and professionalism are essential traits
8. A calm personality that will function in an open plan and multi-cultural office environment i.e. be aware and considerate to others.

APPLY NOW

Location of position: Howick, KZN

Employment type: Full time

To provide administrative support to the Financial Consultants and members of the team.

1. Maintain statistics and report to Management when required
2. Engage with new clients to process paperwork as laid out in the Investment Department Procedure Manual and agreed to between Financial Consultant and Client
3. Maintain information on files
4. Attend to and resolve queries timeously
5. Escalate queries to relevant Financial Consultant where the query exceeds expertise or knowledge
6. Make suitable Marble notes of all relevant client engagements
7. Assist Financial Consultants with all aspects of administration
8. Engage with clients to sign documents related to the implementation of Financial Consultants’ recommendations.
8. Familiarise self with all Policy and Procedures required of a Financial Consultant in respect of administration and client engagement
9. Monitor progress and receipt of all documentation from Administrators for client signature and process accordingly
10. Attend Client meetings when required with the Financial Consultants
11. Keep up to date technically by researching current trends
12. Ensure compliance with current legislation
13. Acquire a full understanding of the Harvard House Philosophy and its presentation to clients
14. Check files for Annual Reviews
15. Prepare Review documents and set up appointments for the Consultants
16. Load and submit task requests, on behalf of Consultants, to Admin Manager/Supervisor for allocation and processing
17. Pro-actively monitor and initiate follow ups with the allocated Administrators
18. Upon receipt, scrutinize for correctness before handing to respective Consultant for signature and check upon completion thereof
19. Play an active role in maintaining and improving efficiencies between Consultants and Administration Department.

Requirements:
Matric. Passed Regulatory Exam would be preferable
Minimum of 2 years industry related experience.

Skills and competencies required:
1. Planning and organizing
2. Adaptable and flexible
3. Good knowledge of Excel and Word
4. Analytical and problem-solving skills
5. Good communication and interpersonal skills, dealing with Managers, staff and clients
6. Ability to team with all members of staff
7. Attention to detail and efficiencies

Personality Traits:
1. Reliable
2. Must take initiative and take responsibility for own work
3. Integrity, confidentiality, professionalism are essential traits.

APPLY NOW

Location of position: Howick

Employment type: Full time

Rewarding Professional Legal Career Opportunity:

Harvard House Group is a Howick based company founded upon values of Integrity, Professionalism, Excellence, Transparency & Clarity, Caring & Loyalty. Our Mission Statement is to leverage the team`s network of expertise, technology and human relationships to educate, assist and empower people to achieve their financial objectives.

Our values have been exceptionally well received and we are experiencing continued growth. As a result, we are currently looking for a Senior Administrator within our Deceased Estates Department with a long-term strategy of growing a legal role within the firm. This is a salaried role, where success is linked to excellent client service, personal and professional development.

If you have a legal background, a passion for helping people identify with our values and mission and would like to explore becoming part of our team, then please apply below.

Job Description:
• Administration of Deceased Estates.
• Monitor the progress of all existing Deceased Estates.
• Provide advice and guidance to all relevant stakeholders including the team and staff within Harvard House.
• Respond to client and prospective client queries.
• Assist with preparing and checking of all letters to family members and beneficiaries.
• Checking of adverts which need to be published in relevant newspapers.
• Checking of L&D Accounts and providing advice or input to the more junior members of the team.
• Liquidating and transferring of assets in a Deceased Estates.
• Distribution and finalisation of Deceased Estates.
• Administration of Curatorship Estates.
• To continuously broaden knowledge base and to keep up to date technically.
• To be part of a team dynamic that strives for excellent customer service and sound, practical advice.

Requirements:
• An LLB Degree
• Admitted attorney with 3 years relevant experience in the administration of Deceased
Estates. Experience in Trust Law and Wills will be an added advantage.
• Good Word, Excel and Outlook literacy.
• Excellent people skills and time management skills.
• Strong leadership skills.
• Excellent written and verbal communication skills.
• Good problem-solving skills and the ability to work independently.
• Accuracy and attention to detail.
• Ability to work under pressure to meet deadlines.

APPLY NOW

Expression of Interest

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